Insurance Service Representative - Work From Home

AO Garcia Agency; Moscow (ID); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. seeks a virtual consultant who assesses client needs, presents options, and stays connected after the first meeting. This role includes admin duties like notes, appointments, and CRM hygiene, with a fully remote setup in the United States.

No cold calling, a qualified-interest pipeline, full training, and access to the current tech stack. Interviews on Zoom.

Responsibilities

• Assess client needs and present options to guide decision-making.
• Maintain CRM hygiene, take notes, and manage appointments as part of daily admin tasks.
• Nurture client relationships after the first meeting to support long-term engagement.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.